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EVM

Eaton Vance California Municipal Bond Fund

Delisted

EVM was delisted on the 24th of October, 2025.

30 hedge funds and large institutions have $26.9M invested in Eaton Vance California Municipal Bond Fund in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

17% more capital invested

Capital invested by funds: $23.1M → $26.9M (+$3.84M)

11% more funds holding

Funds holding: 2730 (+3)

1.01% more ownership

Funds ownership: 10.38%11.39% (+1%)

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$4.81M +$267K +24,900 +6%
GC
2
Guggenheim Capital
Illinois
$3.77M +$651K +60,826 +21%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.67M +$767K +71,624 +41%
Invesco
4
Invesco
Georgia
$2.41M -$253K -23,657 -10%
Wells Fargo
5
Wells Fargo
California
$2.36M -$278K -25,916 -11%
NCM
6
Newgate Capital Management
Connecticut
$2.03M +$508K +47,385 +34%
AAM
7
Advisors Asset Management
Colorado
$1.64M +$192K +17,915 +13%
U
8
UBS
Switzerland
$1.09M +$144K +13,467 +15%
Morgan Stanley
9
Morgan Stanley
New York
$894K -$566K -52,818 -39%
AQR Capital Management
10
AQR Capital Management
Connecticut
$823K +$196K +18,268 +32%
LPL Financial
11
LPL Financial
California
$553K +$8.74K +816 +2%
ACM
12
Akanthos Capital Management
California
$543K
RCM
13
Rivernorth Capital Management
Florida
$466K +$460K +42,945 New
HK
14
Horizon Kinetics
New York
$382K
TC
15
TFS Capital
Pennsylvania
$375K +$370K +34,514 New
Bank of America
16
Bank of America
North Carolina
$325K +$9.68K +904 +3%
KeyBank National Association
17
KeyBank National Association
Ohio
$292K
TCM
18
Tradewinds Capital Management
Washington
$266K
DA
19
Doliver Advisors
Texas
$248K -$35.2K -3,283 -13%
WS
20
Wedbush Securities
California
$241K +$92.8K +8,666 +64%
PFA
21
Pure Financial Advisors
California
$146K
Citigroup
22
Citigroup
New York
$137K -$11.9K -1,110 -8%
AllianceBernstein
23
AllianceBernstein
Tennessee
$132K +$130K +12,116 New
First Trust Advisors
24
First Trust Advisors
Illinois
$113K +$112K +10,422 New
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$67K -$21.4K -2,000 -24%

EVM Hedge Fund Activity: Q1 2014 in Review

30 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q1 2014, worth a combined $26.9M — up 17% from $23.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EVM positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $767K. The largest seller was Morgan Stanley, cutting an estimated $566K.

  • 30 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q1 2014, up from 27 in Q4 2013.
  • Funds reported $26.9M of Eaton Vance California Municipal Bond Fund stock for Q1 2014, up 17% quarter-over-quarter.
  • 5 funds opened new Eaton Vance California Municipal Bond Fund positions in Q1 2014 and 2 closed out, a net change of +3 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q1 2014 was Royal Bank of Canada, an estimated $767K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q1 2014 was Morgan Stanley, an estimated $566K sold.

Based on aggregated 13F filings for Q1 2014.